YHOO is down 0.2% ahead of the bell on news the company is expected to announce a data breach that exposed the accounts of hundreds of millions of users. Shares of Yahoo! Inc. have been rallying since February, bringing their year-to-date lead to nearly 33%, as of last night's close at $44.14. But the stock topped out just below the $45 level -- also home to its mid-2015 highs -- earlier this month. Meanwhile, options traders have been betting on further gains for YHOO, with the stock's 10-day call/put volume ratio of 6.79 on the International Securities Exchange (ISE), Chicago Board Options Exchange (CBOE), and NASDAQ OMX PHLX (PHLX) ranking higher than 91% of the past year's readings.

AAPL is following the broad market higher, up 0.4% in electronic trading after finishing Wednesday at $113.55, as investors digest a mixed bag of news. For one, the Wall Street Journal reported Apple Inc. is looking into opening a retail location in South Korea(subscription required) -- home to rival Samsung. In fact, AAPL allegedly even looked at a location across the street from the Galaxy maker's headquarters. Elsewhere, the stock received price-target hikes from RBC and Nomura -- to $125 and $135, respectively. But an analyst at Wells Fargo expressed concerns that AAPL's iPhone 8 cycle may not live up to expectations, predicting headwinds in 2017. While weekly options bets spiked earlier this week, other near-term options buyers could be getting a bargain at the moment. The stock's Schaeffer's Volatility Index (SVI) of 19% is seated in the low 10th percentile of its annual range, suggesting premium should be well priced, from a volatility standpoint.

JBL is bucking this morning's upbeat trend, dropping 6.5% ahead of the open, after the company reported a 50% year-over-year drop in profit. The news was met with a downgrade to "hold" from "buy" at Needham, though RBC and Deutsche Bank increased their respective price targets on Jabil Circuit, Inc. to $23 and $20. Should the downward price action hold at the bell, JBL will find itself back in negative year-to-date territory, after rallying an impressive 14% in just over a week to close Wednesday at $23.73. That may suit short sellers just fine, however. These bearish bets have climbed by nearly 30% during the last two reporting periods, and now represent more than six sessions' worth of trading, at JBL's typical daily pace.